See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,674 | $75,828-70.1% | $147,614-84.6% | $59,632-62.0% |
| Participation rate | 72.0% | 71.6%+0.4pp | 84.6%-12.6pp | 68.7%+3.3pp |
| Annual return | 2.16% | 0.37%+1.8pp | 61.98%-59.8pp | 2041.28%-2039.1pp |
| Employer contribution / active EE | $1,301 | $3,485-62.7% | $5,564-76.6% | $2,203-40.9% |
| Participant deferral / active EE | $1,995 | $3,130-36.3% | $4,895-59.2% | $3,192-37.5% |
| Admin fee / account holder | $3,702 | $5,985-38.1% | $11,611-68.1% | $4,297-13.8% |